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Bring your Finances to LIFE

  • Cash Reserves
  • Cash-flow & Budgeting
  • Credit & Debt
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  • Insurance
  • Investing
  • Real Estate
  • Mortgages
  • Money Mishaps
  • Relationships & Money
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Home›Category: "Insurance"

Insurance

  • 10 Transformational Money Habits You Should Consider

    Cash Reserves, Featured Articles, Insurance
    April 22, 2022
    by Kurt J. Rossi
    Developing good habits and discipline is important when pursuing any goals, especially when it comes to those that impact your financial life.  In addition to benefiting your financial bottom-line, the ...
    Read More
  • Money Moves to Make at Every Age (Part 2: 50s & Beyond)

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money, Retirement
    December 17, 2021
    by Kurt J. Rossi
    This is the second of a two-part series on the financial moves that should be considered at various pivotal points in your life. After reviewing key decisions to consider during ...
    Read More
  • Protect Yourself from Financial Uncertainty That May Impact Your Life

    Cash Reserves, Insurance, Money Mishaps
    September 20, 2021
    by Kurt J. Rossi
    As we have seen, hurricanes and tropical storms can be unpredictable, with the potential to cause a tremendous amount of physical and financial damage.  Financial storms and financial uncertainty can ...
    Read More
  • Money Moves to Make After Tying the Knot

    Cash-flow & Budgeting, Estate Planning, Insurance, Relationships & Money
    June 11, 2021
    by Kurt J. Rossi
    While marriage can be an exciting time, the realities of integrating the financial goals of two different people can be challenging. Too often, couples find out later that financial incompatibilities ...
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  • Protecting Your Loved Ones with Life Insurance

    Insurance
    October 16, 2020
    by Kurt J. Rossi
    Losing a loved one can be one of the most challenging things for a family to face.  Unfortunately, many families are thrust into worrying about the financial hardships that come ...
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  • Important Strategies to Help Simplify Your Estate Planning

    Estate Planning, Insurance, Relationships & Money, Retirement
    July 24, 2020
    by Kurt J. Rossi
    The loss of a loved one can be one of the most emotionally challenging things for anyone to face.  Unfortunately, before many people have a chance to mourn this loss, ...
    Read More
  • With Mortgages Reaching Record Lows, is it Time to Refinance?

    Insurance, Uncategorized
    July 10, 2020
    by Kurt J. Rossi
    Mortgage rates have hit yet another all-time record low. According to the most recent Freddie Mac Primary Mortgage Market Survey, the 30-year fixed rate fell to 3.03 percent, the lowest ...
    Read More
  • What You Need to Know About Life Insurance and COVID-19

    Insurance
    June 12, 2020
    by Kurt J. Rossi
    Life insurance is a critical component of financial planning process, especially when loved ones rely on you to help support them financially.  With fears associated with the COVID-19 outbreak leading ...
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  • What You Need to Know About the $2 Trillion CARES Act

    Education, Insurance
    April 3, 2020
    by Kurt J. Rossi
    The Coronavirus Aid, Relief and Economic Security Act (CARES) creates approximately $2 trillion in relief funding, liquidity, tax breaks and loans for individuals and businesses that have been affected by ...
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  • 9 Common Financial Mistakes to Avoid

    Cash-flow & Budgeting, Insurance, Investing, Money Mishaps
    July 26, 2019
    by Kurt J. Rossi
    Americans continue to worry about their finances. An increasingly complex financial world coupled with a decrease in financial literacy has caused many people to feel less confident about their financial ...
    Read More
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About Kurt J. Rossi

Kurt brings financial clarity to his clients as the President & CEO of Independent Wealth Management - an independent financial planning firm. In addition to degrees in Finance and Accounting (MBA), Kurt is a CERTIFIED FINANCIAL PLANNERtm Practitioner (CFP®), Chartered Retirement Planning Counselorsm (CRPC®), an Accredited Investment Fiduciary (AIF®) and a finance enthusiast who stands ready to help empower you financially.

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Send an email or feel free to call - We will do our best to help. Reach us at

Email: kurt.rossi@independentwm.com or 732-280-7550.

Speaking & Media Inquiries: 732-280-7550

Firm site: www.independentwm.com

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Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, DE, FL, GA, IL, IN, LA, MA, MD, MN, NC, NJ, OH, PA, RI, SC, VA.

 

 

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